+162.9%
RTX vs LNT
+31.1%
+131.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.2% |
| 7D | -1.6% | +0.2% | -1.8% | -1.7% |
| 30D | -11.6% | -0.5% | -11.0% | -11.4% |
| 3M | +9.2% | -5.5% | +14.7% | +11.3% |
| 6M | -4.4% | -3.8% | -0.6% | -3.3% |
| YTD | +8.9% | +6.8% | +2.1% | +6.0% |
| 1Y | +32.1% | +9.3% | +22.8% | +27.5% |
| 3Y | +151.2% | +47.9% | +103.3% | +115.5% |
| 5Y | +162.9% | +31.6% | +131.3% | +136.2% |
| All | +162.9% | +31.1% | +131.8% | +136.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LNT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling